MPS Loria Financial Planners’s Neenah, Inc. Common Stock NP Stock Holding History

MPS Loria Financial Planners’s Portfolio NP Stock Details NP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-350	Closed	-$17K	–	603
2021 Q1	$17K	Hold	350	–	–	0.01%	250
2020 Q4	$19K	Hold	350	–	–	0.01%	241
2020 Q3	$13K	Hold	350	–	–	0.01%	226
2020 Q2	$17K	Buy	+350	New	+$16.8K	0.01%	213
2017 Q3	–	Sell	-150	Closed	-$12K	–	365
2017 Q2	$12K	Buy	+150	New	+$11.6K	0.01%	282

Other funds holding NP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MPS Loria Financial Planners's NP Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Neenah, Inc. Common Stock (NP) in Q2 2021, closing a stake of 350 shares — an estimated $17K sold.

MPS Loria Financial Planners first reported a position in NP in Q2 2017 and held it in 5 quarters. The position peaked at $19K in Q4 2020. 155 funds tracked by Wall St. Rank hold NP as of Q2 2021.

MPS Loria Financial Planners reported no remaining Neenah, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 350 Neenah, Inc. Common Stock shares in Q2 2021, an estimated $17K.
MPS Loria Financial Planners first reported a position in Neenah, Inc. Common Stock in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Neenah, Inc. Common Stock position peaked at $19K in Q4 2020.
155 funds tracked by Wall St. Rank held Neenah, Inc. Common Stock as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.